Operators

Operators define the relationship between the field you've selected and the information within that field.

Video Walkthrough

Operators are a way to relate the chosen field to the value you’re going to use.

There are 4 types of fields, and each type has its own set of operators. The 4 types and their operators are:

Text (most fields will be this type)

• IS and IS NOT look for values that match the exact value input.
• CONTAINS and DOES NOT CONTAIN look for partial value matches.
• IS EMPTY and IS NOT EMPTY simply look for contacts that either have nothing or anything in that field, respectively.

• • Examples (using Field | Operator | Value):
    • Appointment Result | IS | Demo No Sale
      This would only return contacts that have exactly "Demo No Sale" in the field "Appointment Result"
    • Project Type | CONTAINS | do
      If you had "doors" and "windows" as project types, contacts with either of those would return because both values contain "do" within them
    • Sales Rep Assigned | IS EMPTY
      This would return any contacts that have the field "Sales Rep Assigned" blank

Date

• All of the options here are timeline related, and you will receive an additional Date Operator to further define your reference range (shown below)

• • Examples (using Field | Operator | Date Operator):

    • Appointment Date | IS WITHIN | DAYS AGO | 2 | 14

      

    • Set Date | IS BEFORE | TODAY

      

    • Sold Date | IS AFTER | CUSTOM DATE | 03/13/2023

      

Number

• These operators are typical amount/count comparisons
  • Examples (using Field | Operator | Value):
    • Quote Amount | EQUALS | 10000
    • Number of Windows | IS GREATER THAN OR EQUAL TO | 6
    • Contract Total | IS NOT EMPTY

True/False

• • Examples (using Field | Operator):
    • Appointment Set | IS TRUE
    • Contract Signed | IS FALSE